Healthequity, Inc.
HQY- Exchange
- Nasdaq
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001428336
In the last 90 days, Healthequity, Inc. insiders filed 0 open-market purchases and 3 sales; 500 institutions reported holding it in 13F filings for Q2 2026, worth $8.10B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Healthequity, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 286
- +4 vs. Q2 2021
- Shares held
- 80.8M
- −3.08M (−3.7%) vs. Q2 2021
- Total value
- $5.23B
- −$1.52B (−22.5%) vs. Q2 2021
- New holders
- 39
- 119 more added
- Sold out
- 35
- 92 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HQY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 500 | $8.10B |
| Q1 2026 | 488 | $7.21B |
| Q4 2025 | 513 | $8.16B |
| Q3 2025 | 495 | $8.38B |
| Q2 2025 | 487 | $9.56B |
| Q1 2025 | 464 | $8.20B |
| Q4 2024 | 441 | $8.66B |
| Q3 2024 | 404 | $7.25B |
| Q2 2024 | 386 | $7.59B |
| Q1 2024 | 367 | $7.07B |
| Q4 2023 | 352 | $5.66B |
| Q3 2023 | 343 | $6.41B |
| Q2 2023 | 317 | $5.35B |
| Q1 2023 | 311 | $4.99B |
| Q4 2022 | 323 | $5.14B |
| Q3 2022 | 310 | $5.76B |
| Q2 2022 | 308 | $5.14B |
| Q1 2022 | 298 | $5.64B |
| Q4 2021 | 282 | $3.61B |
| Q3 2021 | 286 | $5.23B |
| Q2 2021 | 286 | $6.78B |
| Q1 2021 | 285 | $5.61B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,005,075 | $583.2M | 0.02% | −48,402−0.5% | Reduced |
| Vanguard Group Inc | 8,017,461 | $519.2M | 0.01% | +10,503+0.1% | Added |
| Wasatch Advisors Inc | 6,196,260 | $401.3M | 1.63% | +364,908+6.3% | Added |
| William Blair Investment Management, LLC | 3,769,799 | $244.1M | 0.69% | +42,186+1.1% | Added |
| Fred Alger Management, LLC | 3,058,839 | $198.1M | 0.47% | −198,802−6.1% | Reduced |
| State Street Corp | 2,579,346 | $167.0M | 0.01% | +6,713+0.3% | Added |
| JPMorgan Chase & Co | 1,998,337 | $129.4M | 0.02% | +27,078+1.4% | Added |
| Echo Street Capital Management LLC | 1,947,825 | $126.1M | 0.89% | −113,574−5.5% | Reduced |
| Mackenzie Financial Corp | 1,845,414 | $119.5M | 0.17% | +95,456+5.5% | Added |
| Wells Fargo & Company | 1,738,810 | $112.6M | 0.03% | +202,873+13.2% | Added |
| Brown Advisory Inc | 1,594,193 | $103.2M | 0.15% | +60,692+4.0% | Added |
| ArrowMark Colorado Holdings LLC | 1,583,308 | $102.5M | 0.80% | +130,767+9.0% | Added |
| Janus Henderson Group PLC | 1,548,756 | $100.3M | 0.04% | +5,128+0.3% | Added |
| Credit Suisse AG | 1,493,007 | $96.7M | 0.08% | −50,651−3.3% | Reduced |
| Geode Capital Management, LLC | 1,414,924 | $91.6M | 0.01% | −10,386−0.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,395,660 | $90.4M | 0.22% | +6,618+0.5% | Added |
| Victory Capital Management Inc | 1,356,891 | $87.9M | 0.09% | +159,129+13.3% | Added |
| Northern Trust Corp | 1,193,168 | $77.3M | 0.01% | −17,353−1.4% | Reduced |
| FMR LLC | 1,169,016 | $75.7M | 0.01% | −13,835−1.2% | Reduced |
| Ameriprise Financial Inc | 1,115,615 | $72.3M | 0.02% | −158,225−12.4% | Reduced |
| Geneva Capital Management LLC | 887,890 | $57.5M | 0.97% | −170,642−16.1% | Reduced |
| Bank of New York Mellon Corp | 885,459 | $57.3M | 0.01% | −46,552−5.0% | Reduced |
| Loomis Sayles & Co L P | 876,575 | $56.8M | 0.07% | −13,613−1.5% | Reduced |
| Franklin Resources Inc | 854,970 | $55.4M | 0.02% | −2,888−0.3% | Reduced |
| Bamco Inc | 852,778 | $55.2M | 0.13% | −148,593−14.8% | Reduced |
| Stephens Investment Management Group LLC | 812,358 | $52.6M | 0.72% | +116,589+16.8% | Added |
| Charles Schwab Investment Management Inc | 797,763 | $51.7M | 0.02% | +14,262+1.8% | Added |
| Granahan Investment Management Inc | 769,606 | $49.8M | 0.95% | −65,099−7.8% | Reduced |
| Royal Bank of Canada | 698,479 | $45.2M | 0.01% | +10,610+1.5% | Added |
| Massachusetts Financial Services Co | 682,439 | $44.2M | 0.01% | −387,635−36.2% | Reduced |
| Kornitzer Capital Management Inc | 680,370 | $44.1M | 0.68% | +41,765+6.5% | Added |
| GW&K Investment Management, LLC | 664,243 | $43.0M | 0.38% | −3,466−0.5% | Reduced |
| Norges Bank | 648,522 | $42.0M | 0.01% | +269,868+71.3% | Added |
| Aristotle Capital Boston, LLC | 602,252 | $39.0M | 0.91% | +93,146+18.3% | Added |
| Nuveen Asset Management, LLC | 564,089 | $36.5M | 0.01% | +191,751+51.5% | Added |
| Dimensional Fund Advisors LP | 512,743 | $33.2M | 0.01% | +85,107+19.9% | Added |
| Ensign Peak Advisors, Inc | 483,723 | $31.3M | 0.07% | +7,488+1.6% | Added |
| Millennium Management LLC | 469,189 | $30.4M | 0.04% | +415,250+769.9% | Added |
| State of Wisconsin Investment Board | 420,832 | $27.3M | 0.06% | +180,068+74.8% | Added |
| American Century Companies Inc | 394,365 | $25.5M | 0.02% | +6,309+1.6% | Added |
| Morgan Stanley | 390,966 | $25.3M | 0.00% | −285,696−42.2% | Reduced |
| Ashford Capital Management Inc | 363,681 | $23.6M | 2.14% | +48,996+15.6% | Added |
| Greenhouse Funds LLLP | 333,735 | $21.6M | 2.35% | −1,000−0.3% | Reduced |
| Aureus Asset Management, LLC | 322,555 | $20.9M | 1.37% | +39,160+13.8% | Added |
| Wellington Management Group LLP | 316,854 | $20.5M | 0.00% | +192,575+155.0% | Added |
| Bank of America Corp | 302,861 | $19.6M | 0.00% | −77,378−20.3% | Reduced |
| Principal Financial Group Inc | 298,931 | $19.4M | 0.01% | +2,570+0.9% | Added |
| Goldman Sachs Group Inc | 276,226 | $17.9M | 0.00% | −45,486−14.1% | Reduced |
| Clearbridge Investments, LLC | 270,960 | $17.5M | 0.01% | −24,706−8.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 236,199 | $15.3M | 0.04% | −126,566−34.9% | Reduced |
| Glenmede Trust Co NA | 232,680 | $15.1M | 0.08% | −7,347−3.1% | Reduced |
| SEI Investments Co | 231,641 | $15.0M | 0.03% | −615,023−72.6% | Reduced |
| Rhumbline Advisers | 227,322 | $14.7M | 0.02% | −4,828−2.1% | Reduced |
| DF Dent & Co Inc | 223,155 | $14.5M | 0.15% | +18,791+9.2% | Added |
| Summit Creek Advisors LLC | 215,074 | $13.9M | 1.47% | +17,541+8.9% | Added |
| Pictet Asset Management SA | 207,650 | $13.4M | 0.01% | +207,650 | New |
| Jennison Associates LLC | 206,386 | $13.4M | 0.01% | −4,512−2.1% | Reduced |
| Peregrine Capital Management LLC | 195,318 | $12.6M | 0.26% | +5,275+2.8% | Added |
| Invesco Ltd. | 192,792 | $12.5M | 0.00% | −115,841−37.5% | Reduced |
| Alliancebernstein L.P. | 192,356 | $12.5M | 0.00% | −2,365−1.2% | Reduced |
| Putnam Investments LLC | 189,065 | $12.2M | 0.02% | +17,516+10.2% | Added |
| American International Group, Inc. | 187,463 | $12.1M | 0.06% | −5,452−2.8% | Reduced |
| Motley Fool Asset Management LLC | 184,218 | $11.9M | 0.78% | −1,461−0.8% | Reduced |
| Swiss National Bank | 184,200 | $11.9M | 0.01% | +3,100+1.7% | Added |
| Next Century Growth Investors LLC | 182,910 | $11.8M | 1.03% | −23,299−11.3% | Reduced |
| California Public Employees Retirement System | 181,496 | $11.8M | 0.01% | +1,067+0.6% | Added |
| Voya Investment Management LLC | 178,378 | $11.6M | 0.02% | −8,849−4.7% | Reduced |
| American Capital Management Inc | 174,788 | $11.3M | 0.30% | +883+0.5% | Added |
| Balyasny Asset Management LLC | 163,057 | $10.6M | 0.05% | +163,057 | New |
| Scout Investments, Inc. | 148,210 | $9.60M | 0.14% | −4,259−2.8% | Reduced |
| Man Group plc | 145,986 | $9.45M | 0.03% | +44,818+44.3% | Added |
| Tygh Capital Management, Inc. | 144,138 | $9.33M | 1.26% | +44,402+44.5% | Added |
| Parametric Portfolio Associates LLC | 140,242 | $9.08M | 0.01% | −9,865−6.6% | Reduced |
| Manufacturers Life Insurance Company, The | 136,075 | $8.81M | 0.01% | +873+0.6% | Added |
| CIBC Private Wealth Group, LLC | 135,172 | $8.75M | 0.02% | −19,594−12.7% | Reduced |
| Deutsche Bank AG | 133,990 | $8.68M | 0.00% | +44,465+49.7% | Added |
| Motley Fool Wealth Management, LLC | 129,007 | $8.35M | 0.36% | −2,529−1.9% | Reduced |
| D. E. Shaw & Co., Inc. | 128,867 | $8.35M | 0.01% | +128,867 | New |
| Tudor Investment Corp Et Al | 123,605 | $8.01M | 0.16% | +107,012+644.9% | Added |
| Citadel Advisors LLC | 122,296 | $7.92M | 0.01% | −2,836−2.3% | Reduced |
| Legal & General Group Plc | 121,007 | $7.84M | 0.00% | +14,879+14.0% | Added |
| Amussen Hunsaker Associates LLC | 114,828 | $7.50M | 2.07% | +9,736+9.3% | Added |
| Macquarie Group Ltd | 114,459 | $7.41M | 0.01% | −40,846−26.3% | Reduced |
| Eversept Partners, LP | 114,378 | $7.41M | 0.59% | −83,122−42.1% | Reduced |
| California State Teachers Retirement System | 112,484 | $7.28M | 0.01% | −273−0.2% | Reduced |
| Pier Capital, LLC | 111,281 | $7.21M | 0.75% | −12,473−10.1% | Reduced |
| Raymond James & Associates | 110,422 | $7.15M | 0.01% | +4,920+4.7% | Added |
| Retirement Systems of Alabama | 107,972 | $6.99M | 0.03% | −649−0.6% | Reduced |
| DFPG Investments, LLC | 98,107 | $6.24M | 2.36% | +450.0% | Added |
| Public Employees Retirement System of Ohio | 92,801 | $6.01M | 0.02% | +7,593+8.9% | Added |
| Inspirion Wealth Advisors, LLC | 91,485 | $5.92M | 1.36% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 90,721 | $5.88M | 0.00% | +157+0.2% | Added |
| Barclays PLC | 89,305 | $5.78M | 0.00% | +28,547+47.0% | Added |
| Ziegler Capital Management, LLC | 89,091 | $5.77M | 0.21% | +52,530+143.7% | Added |
| Susquehanna Fundamental Investments, LLC | 84,874 | $5.50M | 0.10% | +78,334+1,197.8% | Added |
| HighTower Advisors, LLC | 84,666 | $5.48M | 0.01% | +726+0.9% | Added |
| Advantage Alpha Capital Partners LP | 78,899 | $5.11M | 0.93% | +29,432+59.5% | Added |
| Jane Street Group, LLC | 75,999 | $4.92M | 0.01% | +61,996+442.7% | Added |
| Agf Investments Inc. | 75,000 | $4.86M | 0.04% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 74,725 | $4.84M | 0.01% | −14,279−16.0% | Reduced |